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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,052 | $96,731-21.4% | $123,973-38.7% | $86,983-12.6% |
| Participation rate | 36.0% | 70.0%-34.1pp | 76.7%-40.7pp | 69.5%-33.6pp |
| Annual return | 17.39% | 17.33%+0.1pp | 388.13%-370.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $1,266 | $3,297-61.6% | $4,126-69.3% | $2,584-51.0% |
| Participant deferral / active EE | $2,668 | $4,152-35.7% | $5,247-49.1% | $4,194-36.4% |
| Admin fee / account holder | $2,065 | $8,722-76.3% | $11,799-82.5% | $7,856-73.7% |